2026-08-10T18:49:01-05:00 2025-09-30 521220482 KAISER SCHERER & SCHLEGEL PLLC 1410 SPRING HILL ROAD SUITE 400 MCLEAN VA 22102 990PF 2024-10-01 541567705 CALVERT AND SALLY SIMMONS FOUNDATION CALV 7039460820 310 STRAND ST UNIT 507 ALEXANDRIA VA 22314 CALVERT SIMMONS PRESIDENT 7038880087 2026-08-10 1 1 BONNIE ROTH P00652758 7038474660 2024 2025-03-06 01:10:19Z X 511081 X 26322 11279 11279 663217 866811 663217 700818 674496 0 0 0 9395 0 0 5000 4975 0 14395 4975 0 232274 232274 246669 4975 232274 454149 669521 6945 6945 0 52350 52350 691180 451786 451786 691180 511081 511081 10009 10009 0 X 0 0 0 0 681171 511081 681171 511081 691180 511081 681171 454149 0 1135320 624239 511081 PUBLICLY TRADED SECURITIES 102407 101632 775 775 PUBLICLY TRADED SECURITIES 694404 31962 662442 662442 PUBLICLY TRADED SECURITIES 70000 70000 0 0 663217 9306 0 9306 0 9306 989 0 10000 0 10989 0 1683 1683 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A CALVERT W SIMMONS 7039460820 310 STRAND ST UNIT 507 ALEXANDRIA VA 22314 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CALVERT W SIMMONS 310 STRAND ST UNIT 507 ALEXANDRIA VA 22314 PRESIDENT 0.00 0 0 0 SALLY DYSON SIMMONS 310 STRAND ST UNIT 507 ALEXANDRIA VA 22314 SECRETARY 0.00 0 0 0 NED SCHERER 1410 SPRING HILL ROAD SUITE 400 MCLEAN VA 22102 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION'S ONLY ACTIVITY IS TO MAKE CASH DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS. 0 0 616656 20890 0 637546 0 0 637546 9563 627983 31399 31399 9306 9306 22093 0 22093 0 22093 232274 0 232274 22093 0 0 103504 73066 93952 139916 129866 540304 232274 0 0 0 22093 210181 0 0 750485 0 0 0 0 0 0 103504 646981 73066 93952 139916 129866 210181 CALVERT W SIMMONS SALLY DYSON SIMMONS X ABERCROMBIE & KENT PHILANTHROPY 1411 OPUS PLACE ETW II STE 300 DOWNERS GROVE IL 60515 NONE PUBLIC CHARITY UNRESTRICTED 3000 ACT FOR ALEXANDRIA 201 N UNION STREET SUITE 110 ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 15000 ALEXANDRIA COMMUNITY MEDIA 908 KING STREET SUITE 200 ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 1000 ALEXANDRIA SEAPORT FOUNDATION PO BOX 25036 ALEXANDRIA VA 22313 NONE PUBLIC CHARITY UNRESTRICTED 7000 ALEXANDRIA TUTORING CONSORTIUM 323 S FAIRFAX STREET ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 5000 ALICE'S KIDS PO BOX 60 MOUNT VERNON VA 22121 NONE PUBLIC CHARITY UNRESTRICTED 3000 ALIVE 2723 KING STREET ALEXANDRIA VA 22302 NONE PUBLIC CHARITY UNRESTRICTED 5000 ALX DOG WALK 200 N WASHINGTON ST BOX 320653 ALEXANDRIA VA 22320 NONE PUBLIC CHARITY UNRESTRICTED 500 ANIMAL WELFARE LEAGUE OF ALEXANDRIA 4101 EISENHOWER AVE ALEXANDRIA VA 22304 NONE PUBLIC CHARITY UNRESTRICTED 2500 ARTSFAIRFAX 2667 PROSPERITY AVENUE SUITE A FAIRFAX VA 22031 NONE PUBLIC CHARITY UNRESTRICTED 5000 CAMPAGNA CENTER 418 SOUTH WASHINGTON STREET ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 6000 CARPENTERS SHELTER 930 N HENRY STREET ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 5000 CENTER FOR ALEXANDRIA'S CHILDREN 1900 N BEAUREGARD ST 200 ALEXANDRIA VA 22311 NONE PUBLIC CHARITY UNRESTRICTED 21000 CHILDREN & FAMILY NETWORK CENTER 3700 WHEELER AVENUE ALEXANDRIA VA 22304 NONE PUBLIC CHARITY UNRESTRICTED 24846 COMMUNITY LODGING 3912 ELBERT AVE SUITE 108 ALEXANDRIA VA 22305 NONE PUBLIC CHARITY UNRESTRICTED 10260 COMPUTER CORE 201 N UNION STREET SUITE 110 ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 2000 DEFENDERS OF WILDLIFE 1130 17TH STREET NW WASHINGTON DC 20036 NONE PUBLIC CHARITY UNRESTRICTED 515 FRIENDS OF GUEST HOUSE 1 EAST LUREY AVENUE ALEXANDRIA VA 22301 NONE PUBLIC CHARITY UNRESTRICTED 12510 MARTHAS FARM ANIMAL SANCTUARY RURAL ROAD BUELLTON CA 93427 NONE PUBLIC CHARITY UNRESTRICTED 5180 GLADNEY CENTER FOR ADOPTION 6300 JOHN RYAN DRIVE FORT WORTH TX 76132 NONE PUBLIC CHARITY UNRESTRICTED 15000 HEALTHY PEOPLE 5407 JOHNSON DRIVE MISSION KS 66205 NONE PUBLIC CHARITY UNRESTRICTED 5000 HOPKINS HOUSE 2121 EISENHOWER AVENUE ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 5000 INOVA ALEXANDRIA HOSPITAL FOUNDATION 4320 SEMINARY ROAD ALEXANDRIA VA 22304 NONE HOSPITAL UNRESTRICTED 5000 KU ENDOWMENT 1891 CONSTANT AVE LAWRENCE KS 66047 NONE EDUCATIONAL ORG. UNRESTRICTED 6000 MAUI NUI MARINE RESOURCE COUNCIL PO BOX 331204 KAHULUI HI 96733 NONE PUBLIC CHARITY UNRESTRICTED 2500 MEETING HOUSE COOPERATIVE PRESC 323 S FAIRFAX STREET ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 3000 NATIONAL COUNCIL FOR ADOPTION 225 N WASHINGTON STREET ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 23000 OAKWOOD SCHOOL 7210 BRADDOCK ROAD ANNANDALE VA 22003 NONE EDUCATIONAL ORG. UNRESTRICTED 2000 PLAN INTERNATIONAL USA 155 PLAN WAY WARWICK RI 02886 NONE PUBLIC CHARITY UNRESTRICTED 1928 SCHOLARSHIP FUND OF ALEXANDRIA 3330 KING STREET ALEXANDRIA VA 22302 NONE PUBLIC CHARITY UNRESTRICTED 2000 ST PAUL'S EPISCOPAL CHURCH 228 S PITT ST ALEXANDRIA VA 22314 NONE RELIGIOUS ORG UNRESTRICTED 2500 TALL SHIP PROVIDENCE FDN 1A PRINCE ST ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 5000 VELOCITY BICYCLE COOPERATIVE 2111 MT VERNON AVENUE ALEXANDRIA VA 22301 NONE PUBLIC CHARITY UNRESTRICTED 5000 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 20001 NONE PUBLIC CHARITY UNRESTRICTED 5 JOHN F KENNEDY CENTER 2700 F STREET NW WASHINGTON DC 20566 NONE PUBLIC CHARITY UNRESTRICTED 4000 UNITED COMMUNITY 8350 RICHMOND HIGHWAY SUITE 527 ALEXANDRIA VA 22309 NONE PUBLIC CHARITY UNRESTRICTED 11030 232274 0 14 11279 18 663217 0 674496 0 674496 0 0 0 0 0 0 0 0 0 0 X X 1 CALVERT AND SALLY SIMMONS 310 STRAND ST UNIT 507 ALEXANDRIA VA 22314 26322 X ACCOUNTING FEES 9395 0 0 BERKSHIRE HATHAWAY 600.00 SH 301644 301644 ISHARES FLEXIABLE INCOME 2,000.00 SH 106480 106480 ISHARES GOLD TRUST 600.00 SH 43662 43662 52350 52350 0 0 UNREALIZED LOSS ON INVESTMENTS IN CURRENT YEAR 624239 STATE REGISTRATION FEE 25 0 0 INVESTMENT ADVISORY FEES 3836 3836 0 MARGIN INTEREST 1139 1139 0